Financial Planning Assistant

5 days ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time
About the Role

This is a Paraplanner position within a growing company in the Wirral, offering a unique opportunity for an individual to contribute to the delivery of high-quality financial planning solutions.

As a Paraplanner, you will be working closely with a team of Financial Advisors to provide research and analysis support in the creation of suitability reports and cashflow models for clients.

Key responsibilities will include:

  • Preparing pre-approval documents and suitability reports in a timely and compliant manner
  • Utilizing technology to produce accurate financial solutions, including CGT and annual allowances
  • Ensuring all advice documentation is compliant and up-to-date
  • Effective communication with internal and external stakeholders
  • Working closely with Financial Advisors to gather sufficient information and provide clear instructions to the administrative team

The company prioritizes employee growth and development, offering support and opportunities for progression in a dynamic and growing environment.



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